To Generate Expense Claims

The system automatically generates expense claims when you claim expense receipts by using the Expense Receipts (EP301010) form. When you claim multiple receipts, multiple claims may be generated, each including receipts with common properties. The system always generates different claims for receipts that have different employees, branches, or customers.

To Generate Expense Claims

1. On the Organization tab, click Time & Expenses. In the left pane, select the Work Area tab, and then navigate to Enter > Expense Receipts.
2. Select the To Be Claimed filter tab to view only unclaimed receipts that have the Open status.
3. Do one of the following:
   • To claim only particular expense receipts, in the unlabeled column, select the check boxes for the receipts that you want to claim, and then click Claim on the form toolbar.
   • To claim all listed expense receipts, click Claim All on the form toolbar.